Filed May 10, 2018 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,298 | $78,672-20.8% | $109,163-42.9% | $85,856-27.4% |
| Participation rate | 94.7% | 68.3%+26.5pp | 75.9%+18.9pp | 69.3%+25.4pp |
| Annual return | 16.88% | 25.09%-8.2pp | 25.75%-8.9pp | 318.58%-301.7pp |
| Employer contribution / active EE | $5,522 | $2,734+102.0% | $3,723+48.3% | $2,565+115.3% |
| Participant deferral / active EE | $6,828 | $3,467+96.9% | $4,654+46.7% | $3,952+72.8% |
| Admin fee / account holder | $1,254 | $5,470-77.1% | $6,754-81.4% | $6,261-80.0% |